Buckingham Strategic Wealth’s Affirm AFRM Stock Holding History

Buckingham Strategic Wealth’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$234K	Buy	7,737 +46	+0.6%	+$1.48K	﹤0.01%	664
2024 Q1	$287K	Buy	7,691 +328	+4%	+$13.1K	﹤0.01%	602
2023 Q4	$362K	Buy	+7,363	New	+$213K	﹤0.01%	519
2022 Q2	–	Sell	-5,995	Closed	-$277K	–	613
2022 Q1	$277K	Buy	5,995 +300	+5%	+$15.7K	0.01%	489
2021 Q4	$573K	Buy	5,695 +792	+16%	+$105K	0.01%	343
2021 Q3	$584K	Sell	4,903 -50	-1%	-$4K	0.01%	328
2021 Q2	$334K	Buy	+4,953	New	+$316K	0.01%	444

Other funds holding AFRM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Buckingham Strategic Wealth's AFRM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Affirm (AFRM) stake by 0.6% in Q2 2024, buying an estimated $1.48K and bringing the position to 7,737 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Buckingham Strategic Wealth first reported a position in AFRM in Q2 2021 and has held it in 7 quarters since. The position peaked at $584K in Q3 2021. 378 funds tracked by Wall St. Rank hold AFRM as of Q2 2024.

Buckingham Strategic Wealth held 7,737 shares of Affirm worth $234K as of Q2 2024.
Buckingham Strategic Wealth bought 46 Affirm shares in Q2 2024, an estimated $1.48K.
Affirm made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #664 holding.
Buckingham Strategic Wealth first reported a position in Affirm in Q2 2021 and has held it in 7 quarters since.
Buckingham Strategic Wealth's Affirm position peaked at $584K in Q3 2021.
378 funds tracked by Wall St. Rank held Affirm as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.